Insider Transactions Reported by 24 Insiders of Custom Truck One Source, Inc.

Symbol: CTOS on NYSE
Location: Kansas City, MO

Key facts

CTOS - Custom Truck One Source, Inc. has 24 insiders with reported activity on this page.
No net insider buy/sell flow is currently reported for the last year.
Recent transaction rows are available for direct filing-level review.

Change

No meaningful buy/sell imbalance is currently visible in the one-year window.
Activity will update as new Forms 3/4/5 are filed.

Research use

This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.

Evidence

Filed on Form 4

Issuer insider activity is sourced from SEC Forms 3, 4, and 5.

See Original Filing

Insider trading overview

Last 12 months

Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 21 May 2025.

Buys

Shares: 0

Insiders: 0

Sells

Shares: 0

Insiders: 0

Net

Shares: 0

Insiders: 0

Window (months)	Buy $	Sell $	Net $
0-3	$0	$0	$0
3-6	$0	$0	$0
6-9	$0	$0	$0
9-12	$0	$0	$0

Custom Truck One Source, Inc. executives and other stock owners filed with the SEC include:

Name	Relationship	Holdings Value	Valuation	Report Date
PE One Source Holdings, LLC	10%+ Owner	$626,974,540	Filing P/S	30 Jan 2025
PLATINUM EQUITY, LLC	10%+ Owner	$626,974,540	Filing P/S	30 Jan 2025
ECP Cardinal Holdings, LP	Director, 10%+ Owner	$159,813,360	Mixed	20 Dec 2021
ECP ControlCo, LLC	10%+ Owner	$80,095,597	Mixed	05 Sep 2024
NESCO Holdings, LP	10%+ Owner	$79,976,286	Filing P/S	05 Sep 2024
Mark D. Ein	Director	$29,864,621	Mixed	31 Mar 2026
Fredrick M. Ross Jr.	Director	$15,957,179	Mixed	01 Apr 2026
Ryan McMonagle	Chief Executive Officer, Director	$5,239,866	Mixed	01 Apr 2026
Joe P. Ross	President - Sales	$4,558,807	Mixed	01 Apr 2026
Marshall A. Heinberg	Director	$3,406,502	Mixed	31 Mar 2026
Thomas R. Rich	President - Rentals	$2,852,079	Mixed	01 Apr 2026
Christopher J. Eperjesy	Chief Financial Officer	$2,013,413	Mixed	01 Apr 2026
Brad Meader	Chief Financial Officer	$1,160,826	Mixed	01 Apr 2022
Adam G. Haubenreich	VP and General Counsel	$1,076,840	Mixed	01 Apr 2023
Georgia R. Nelson	Director	$990,885	Mixed	31 Mar 2026
Bader Paul T.	Director	$921,765	Mixed	31 Mar 2026
James Carlsen	Cio	$800,481	Mixed	01 Apr 2024
Mary M. Jackson	Director	$699,251	Mixed	31 Mar 2026
Paul M. Jolas	EVP, General Counsel & Sec.	$669,981	Mixed	01 Apr 2026
Raymond Todd Barrett	Chief Accounting Officer	$314,425	Mixed	28 Apr 2025
Energy Capital Partners Management, LP	Director	$0	Mixed	27 Aug 2024
Blackstone Holdings II L.P.	Former 10% Owner		Mixed	16 Feb 2022
Blackstone Energy Partners NQ L.P.	Former 10% Owner		Mixed	16 Feb 2022
Blackstone Holdings III L.P.	Former 10% Owner		Mixed	16 Feb 2022

Top shareholders of Custom Truck One Source, Inc. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
PLATINUM EQUITY, LLC	13D/G 3/4/5	Platinum Equity Capital Partners V, L.P. · 10%+ Owner	70%	156,743,635	$663,025,576	$0	30 Jan 2025	13D/G 3/4/5
Platinum Equity Advisors, LLC/DE	13F	Company	70%	156,743,635	$1,029,805,682	—	31 Mar 2026	13F
Canvas Wealth Advisors, LLC	13F	Company	3.1%	7,019,526	$46,118,286	—	31 Mar 2026	13F
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	13F	Company	2.5%	5,674,918	$37,282,158	—	31 Mar 2026	13F
DIMENSIONAL FUND ADVISORS LP	13F	Company	2.5%	5,602,838	$36,805,568	—	31 Mar 2026	13F
BlackRock, Inc.	13F	Company	1.9%	4,252,972	$27,942,027	—	31 Mar 2026	13F
Allspring Global Investments Holdings, LLC	13F	Company	1.7%	3,914,133	$25,911,561	—	31 Mar 2026	13F
Alyeska Investment Group, L.P.	13F	Company	1.3%	2,825,820	$18,565,637	—	31 Mar 2026	13F
VANGUARD CAPITAL MANAGEMENT LLC	13F	Company	1.1%	2,525,744	$16,594,138	—	31 Mar 2026	13F
Boston Partners	13F	Company	0.9%	2,016,406	$13,247,944	—	31 Mar 2026	13F
STATE STREET CORP	13F	Company	0.66%	1,486,051	$9,763,355	—	31 Mar 2026	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	0.65%	1,470,636	$9,664,328	—	31 Mar 2026	13F
Clearbridge Investments, LLC	13F	Company	0.62%	1,403,965	$9,224,050	—	31 Mar 2026	13F
FIRST TRUST ADVISORS LP	13F	Company	0.58%	1,301,351	$8,549,876	—	31 Mar 2026	13F
BANK OF AMERICA CORP /DE/	13F	Company	0.53%	1,195,836	$7,856,643	—	31 Mar 2026	13F
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	13F	Company	0.47%	1,056,550	$6,941,534	—	31 Mar 2026	13F
HEARTLAND ADVISORS INC	13F	Company	0.44%	1,000,000	$6,570,000	—	31 Mar 2026	13F
MORGAN STANLEY	13F	Company	0.4%	897,525	$5,896,739	—	31 Mar 2026	13F
Intrinsic Edge Capital Management LLC	13F	Company	0.39%	879,622	$5,779,117	—	31 Mar 2026	13F
BRIDGEWAY CAPITAL MANAGEMENT, LLC	13F	Company	0.38%	845,115	$5,552,406	—	31 Mar 2026	13F
Empowered Funds, LLC	13F	Company	0.36%	810,115	$5,322,456	—	31 Mar 2026	13F
JPMORGAN CHASE & CO	13F	Company	0.34%	770,219	$4,860,082	—	31 Mar 2026	13F
First Eagle Investment Management, LLC	13F	Company	0.34%	765,822	$5,031,450	—	31 Mar 2026	13F
JANE STREET GROUP, LLC	13F	Company	0.29%	660,534	$4,339,708	—	31 Mar 2026	13F
AQR CAPITAL MANAGEMENT LLC	13F	Company	0.29%	650,700	$4,275,098	—	31 Mar 2026	13F
MACKENZIE FINANCIAL CORP	13F	Company	0.26%	589,100	$3,870,387	—	31 Mar 2026	13F
Russell Investments Group, Ltd.	13F	Company	0.24%	542,865	$3,566,623	—	31 Mar 2026	13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	13F	Company	0.23%	517,411	$3,399,390	—	31 Mar 2026	13F
GOLDMAN SACHS GROUP INC	13F	Company	0.23%	515,735	$3,388,379	—	31 Mar 2026	13F
VANGUARD PORTFOLIO MANAGEMENT LLC	13F	Company	0.23%	507,309	$3,333,020	—	31 Mar 2026	13F
NORTHERN TRUST CORP	13F	Company	0.22%	489,076	$3,213,229	—	31 Mar 2026	13F
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	13F	Company	0.2%	452,640	$2,973,845	—	31 Mar 2026	13F
HRT FINANCIAL LP	13F	Company	0.18%	411,892	$2,706,000	—	31 Mar 2026	13F
VANGUARD FIDUCIARY TRUST CO	13F	Company	0.18%	404,548	$2,657,880	—	31 Mar 2026	13F
SILVERCREST ASSET MANAGEMENT GROUP LLC	13F	Company	0.18%	394,416	$2,591,313	—	31 Mar 2026	13F
Sendero Wealth Management, LLC	13F	Company	0.17%	390,797	$2,567,537	—	31 Mar 2026	13F
CITIGROUP INC	13F	Company	0.17%	384,712	$2,527,558	—	31 Mar 2026	13F
EFG International AG	13F	Company	0.16%	351,001	$2,306,077	—	31 Mar 2026	13F
Private Capital Management, LLC	13F	Company	0.15%	327,500	$2,151,675	—	31 Mar 2026	13F
CITADEL ADVISORS LLC	13F	Company	0.12%	280,361	$1,841,972	—	31 Mar 2026	13F
MILLENNIUM MANAGEMENT LLC	13F	Company	0.11%	257,825	$1,693,910	—	31 Mar 2026	13F
Invesco Ltd.	13F	Company	0.11%	244,105	$1,603,769	—	31 Mar 2026	13F
Point72 Asset Management, L.P.	13F	Company	0.11%	242,189	$1,591,182	—	31 Mar 2026	13F
TUDOR INVESTMENT CORP ET AL	13F	Company	0.1%	228,518	$1,501,363	—	31 Mar 2026	13F
SEI INVESTMENTS CO	13F	Company	0.1%	227,568	$1,495,114	—	31 Mar 2026	13F
Voleon Capital Management LP	13F	Company	0.1%	220,174	$1,446,543	—	31 Mar 2026	13F
GILDER GAGNON HOWE & CO LLC	13F	Company	0.1%	217,877	$1,431,452	—	31 Mar 2026	13F
ALGERT GLOBAL LLC	13F	Company	0.09%	195,760	$1,286,000	—	31 Mar 2026	13F
D. E. Shaw & Co., Inc.	13F	Company	0.08%	182,785	$1,200,897	—	31 Mar 2026	13F
Trexquant Investment LP	13F	Company	0.08%	179,371	$1,178,467	—	31 Mar 2026	13F

Recent Insider Transactions by Companies or Individuals for Custom Truck One Source, Inc.

Showing up to 300 most recent insider transactions from the last 12 months.

Insider	Symbol	Class	Transaction	%	Shares	Shares Owned	Date	Ownership
Ryan McMonagle	CTOS	Common Stock	Tax liability	-7.31%	-54,906	695,984	01 Apr 2026	Direct
Ryan McMonagle	CTOS	Common Stock	Options Exercise	19.4%	121,875	750,890	01 Apr 2026	Direct
Ryan McMonagle	CTOS	Restricted Stock Unit	Award		175,000	175,000	01 Apr 2026	Direct
Ryan McMonagle	CTOS	Restricted Stock Unit	Options Exercise	-60%	-121,875	81,250	01 Apr 2026	Direct
Christopher J. Eperjesy	CTOS	Common Stock	Tax liability	-12.5%	-40,547	283,926	01 Apr 2026	Direct
Christopher J. Eperjesy	CTOS	Common Stock	Options Exercise	38.4%	90,000	324,473	01 Apr 2026	Direct
Christopher J. Eperjesy	CTOS	Restricted Stock Unit	Award		95,000	95,000	01 Apr 2026	Direct
Christopher J. Eperjesy	CTOS	Restricted Stock Unit	Options Exercise	-100%	-90,000	0	01 Apr 2026	Direct
Paul M. Jolas	CTOS	Common Stock	Tax liability	-19.7%	-19,923	81,160	01 Apr 2026	Direct
Paul M. Jolas	CTOS	Common Stock	Options Exercise	100.3%	50,625	101,083	01 Apr 2026	Direct
Paul M. Jolas	CTOS	Restricted Stock Unit	Award		72,500	72,500	01 Apr 2026	Direct
Paul M. Jolas	CTOS	Restricted Stock Unit	Options Exercise	-75%	-50,625	16,875	01 Apr 2026	Direct
Thomas R. Rich	CTOS	Common Stock	Tax liability	-5.84%	-22,538	363,635	01 Apr 2026	Direct
Thomas R. Rich	CTOS	Common Stock	Options Exercise	24.1%	75,000	386,173	01 Apr 2026	Direct
Thomas R. Rich	CTOS	Restricted Stock Unit	Award		100,000	100,000	01 Apr 2026	Direct
Thomas R. Rich	CTOS	Restricted Stock Unit	Options Exercise	-60%	-75,000	50,000	01 Apr 2026	Direct
Fredrick M. Ross Jr.	CTOS	Common Stock	Tax liability	-6.8%	-39,441	540,188	01 Apr 2026	Direct
Fredrick M. Ross Jr.	CTOS	Common Stock	Options Exercise	29.3%	131,250	579,629	01 Apr 2026	Direct
Fredrick M. Ross Jr.	CTOS	Restricted Stock Unit	Award		175,000	175,000	01 Apr 2026	Direct
Fredrick M. Ross Jr.	CTOS	Restricted Stock Unit	Options Exercise	-60%	-131,250	87,500	01 Apr 2026	Direct
Joe P. Ross	CTOS	Common Stock	Tax liability	-8.22%	-33,788	377,493	01 Apr 2026	Direct
Joe P. Ross	CTOS	Common Stock	Options Exercise	22.3%	75,000	411,281	01 Apr 2026	Direct
Joe P. Ross	CTOS	Restricted Stock Unit	Award		100,000	100,000	01 Apr 2026	Direct
Joe P. Ross	CTOS	Restricted Stock Unit	Options Exercise	-60%	-75,000	50,000	01 Apr 2026	Direct
Paul Bader	CTOS	Restricted Stock Unit	Award		19,225	19,225	01 Apr 2026	Direct
Georgia R. Nelson	CTOS	Restricted Stock Unit	Award		19,225	19,225	01 Apr 2026	Direct
Marshall S. Heinberg	CTOS	Restricted Stock Unit	Award		34,605	34,605	01 Apr 2026	Direct
Mary M. Jackson	CTOS	Restricted Stock Unit	Award		19,225	19,225	01 Apr 2026	Direct
Mark Ein	CTOS	Restricted Stock Unit	Award		19,225	19,225	01 Apr 2026	Direct
Paul Bader	CTOS	Common Stock	Options Exercise	28.6%	26,859	120,663	31 Mar 2026	Direct
Paul Bader	CTOS	Restricted Stock Unit	Options Exercise	-100%	-26,859	0	31 Mar 2026	Direct
Georgia R. Nelson	CTOS	Common Stock	Options Exercise	25.4%	26,859	132,663	31 Mar 2026	Direct
Georgia R. Nelson	CTOS	Restricted Stock Unit	Options Exercise	-100%	-26,859	0	31 Mar 2026	Direct
Marshall S. Heinberg	CTOS	Common Stock	Options Exercise	13.7%	48,346	400,548	31 Mar 2026	Direct
Marshall S. Heinberg	CTOS	Restricted Stock Unit	Options Exercise	-100%	-48,346	0	31 Mar 2026	Direct
Mary M. Jackson	CTOS	Common Stock	Options Exercise	48.7%	26,859	82,032	31 Mar 2026	Direct
Mary M. Jackson	CTOS	Restricted Stock Unit	Options Exercise	-100%	-26,859	0	31 Mar 2026	Direct
Mark Ein	CTOS	Common Stock	Options Exercise	0.52%	26,859	5,166,178	31 Mar 2026	Direct
Mark Ein	CTOS	Restricted Stock Unit	Options Exercise	-100%	-26,859	0	31 Mar 2026	Direct
Christopher J. Eperjesy	CTOS	Common Stock	Award	13.5%	27,895	234,473	23 Feb 2026	Direct
Thomas R. Rich	CTOS	Common Stock	Award	8.66%	24,796	311,173	23 Feb 2026	Direct
Joe P. Ross	CTOS	Common Stock	Award	7.96%	24,796	336,281	23 Feb 2026	Direct
Fredrick M. Ross Jr.	CTOS	Common Stock	Award	10.7%	43,392	448,379	23 Feb 2026	Direct
Ryan McMonagle	CTOS	Common Stock	Award	6.84%	40,292	629,015	23 Feb 2026	Direct
Paul M. Jolas	CTOS	Common Stock	Award	49.6%	16,739	50,458	23 Feb 2026	Direct
Mark Ein	CTOS	Common Stock	Other	-100%	-3,670,279	0	17 Oct 2025	By Capitol Acquisition Management IV, LLC

* An asterisk sign (*) next to the price indicates that the price is likely invalid.